- Purpose: Show multiple areas (parts) of CRM in one display; Usually designed for a person’s role; Can interact with it
- Consists of: Charts, Lists (views), IFRAMEs, Web Resources
- System Dashboards: Can be made available to any user; Can only contain system components; Can include in solution; Can assign security roles; Must be published
- Personal Dashboards: Can share with others; Can include system and/or personal components (if personal then component must be shared also); Cannot be in a solution; Cannot import/export; Not available in mobile clients
- Recommendation is to Save As an existing dashboard so that a description can be added
- Security: Need to enable security roles for a dashboard; Can display only to specific security roles; If assigning roles, make sure target org has security roles or include them in solution
- Default Dashboards: Can set a default dashboard for a section (Sales, Support, etc.) in the sitemap XML; There’s a system-wide "fallback" default (if user can't view the designated default due to security constraints): configure it so it’s useful to all users, set it in within any solution by clicking Set Default button
- Layout: Grid (rows/columns) in tabs; Cannot add/move/delete a tab; Row height is fixed; Columns are equal sized divisions; Components can span multiple rows and columns; Can edit dashboard XML definition to extend layout; Tabs: Can set label, hide/show label, expand/contract by default, set default visibility; Max components = 6 (but can extend via PowerShell)
- List component: Name, label, data source, search box, view selector; "Display Index" is deprecated in CRM 2013 (has no effect)
- Tablets: Only the "Sales Dashboard" shows in CRM for Tablets; Can modify and rename this dashboard; 6 component limit; Only displays charts and lists (no web resources nor IFRAMEs); Shows "Pinned Tiles" section; Can set default views to appear
